Best Of
Re: Applying Donations to Spendable
Hi Wanda,
We allow our donors to do this, but mostly donors take advantage of it for scholarships. A lot of our experience has been that the donor wants to make the donation rounded out to the nearest $500.00. We don't necessarily advertise for this, but if a donor asks we typically allow it.
Re: Dallas Data Visualization Training
@AmyStaufenberg the Product Teams is looking at this! There should be more information coming around this soon. Thanks for putting it in the IdeaLab!
Re: Dallas Data Visualization Training
Please vote for my data viz idea to add admin permissions for adding, deleting and changing the names/descriptions of datasets and columns .
Thank you,
Amy
Tracking Bequests and Beneficiaries
Hello,
I am looking for best practices on how you are tracking bequests. We currently have an Opportunity that indicates they have a planned gift, and the beneficiary is a note. We want to find a better way to report on this.
Thanks for any ideas you may have.
Mary Ellen
